Asset Allocation

As of September 30, 2025.
Type % Net
Cash 3.14%
Stock 96.50%
Bond 0.00%
Convertible 0.00%
Preferred 0.36%
Other 0.00%
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Market Capitalization

As of September 30, 2025
Large 23.41%
Mid 48.23%
Small 28.36%
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Region Exposure

% Developed Markets: 99.35%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.65%

Americas 93.49%
93.49%
Canada 6.93%
United States 86.57%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.86%
United Kingdom 0.00%
5.86%
France 0.91%
Netherlands 3.47%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.65%

Stock Sector Exposure

Cyclical
26.80%
Materials
0.97%
Consumer Discretionary
12.31%
Financials
10.77%
Real Estate
2.76%
Sensitive
53.87%
Communication Services
5.96%
Energy
0.00%
Industrials
24.21%
Information Technology
23.70%
Defensive
16.54%
Consumer Staples
4.10%
Health Care
7.68%
Utilities
4.77%
Not Classified
2.79%
Non Classified Equity
2.79%
Not Classified - Non Equity
0.00%
As of September 30, 2025
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Stock Style Exposure

Large Cap Value --
Large Cap Core --
Large Cap Growth --
Mid Cap Value --
Mid Cap Core --
Mid Cap Growth --
Small Cap Value --
Small Cap Core --
Small Cap Growth --
No Data Available